SFA tool is an acronym for "Sales Force Automation," and is called a sales support system in Japanese. It is a tool to visualize the activities of sales representatives in order to maximize sales and profits.
Many SFA tools are equipped with the following functions.
Customer management functions
Sales activity management
Daily report creation
Quotation/invoice creation
ToDo function
Sales management
Forecast management
User customization
Report function
However, it is important to note that if you focus only on the functions, the introduction of SFA https://slimtime.co.jp/ may end up lowering sales efficiency because salespeople may not be able to use it.
Whether the cost effectiveness is high or not
Is the system equipped with adequate functions?
Whether the system is easy for users to use
Vendor's support system
Can the system be used on the road?
Is API integration possible?
Does it have a CSV output function?
Availability of notification function
Branch agency management function
Email distribution function
Business card management function
Encryption of attached files
Select by the type of service provided.
From the above, choose the one that is necessary and sufficient for your company.
The more functions you have, the higher the cost tends to be.
Since it is difficult to switch after the system is introduced, it is recommended to select the best SFA for your company by cutting out unnecessary functions or functions that can be replaced by others.
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